![Tom Fisher](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Tom Fisher
Chief Investment Officer bij Montecito Bank & Trust (Invt Mgmt)
Profiel
Mr. Thomas G.
Fisher, CFA, is a Senior Vice President & Chief Investment Officer at Montecito Bank & Trust.
He is on the Board of Directors at WaCap - O Real Estate Debt Fund III Feeder LLC, WaCap - O Real Estate Income Fund Feeder LLC and WaCap-O Real Estate Opportunity Fund VIII Feeder LLC.
Mr. Fisher was previously employed as a Portfolio Manager by Dowling & Yahnke LLC, a Senior Investment Manager by Wells Fargo Advisors Financial Network LLC, and an Associate Planner by West Coast Financial LLC.
He received his Bachelors of Science Degree in Financial Services and Masters of Science Degree in Financial Services from San Diego State University.
Actieve functies van Tom Fisher
Bedrijven | Functie | Begin |
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Montecito Bank & Trust (Invt Mgmt)
![]() Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance Montecito Bank & Trust (Invt Mgmt) (MB&T-IM) is the investment management division of Montecito Bank & Trust, a community bank and trust company headquartered in Montecito, California. The firm was founded in 1975 as The Bank of Montecito and they are a subsidiary of Montecito Bancorp. MB&T-IM provides investment management services to private clients and nonprofit organizations. | Chief Investment Officer | 01-04-2021 |
WaCap-O Real Estate Opportunity Fund VIII Feeder LLC
![]() WaCap-O Real Estate Opportunity Fund VIII Feeder LLC Financial ConglomeratesFinance WaCap-O Real Estate Opportunity Fund VIII Feeder LLC engages in the provision of investment services. The company was founded in 2020 and is headquartered in Seattle, WA. | Directeur/Bestuurslid | - |
WaCap - O Real Estate Income Fund Feeder LLC
![]() WaCap - O Real Estate Income Fund Feeder LLC Financial ConglomeratesFinance WaCap - O Real Estate Income Fund Feeder LLC provides investing services. The company is headquartered in Seattle, WA. | Directeur/Bestuurslid | - |
WaCap - O Real Estate Debt Fund III Feeder LLC
![]() WaCap - O Real Estate Debt Fund III Feeder LLC Financial ConglomeratesFinance WaCap - O Real Estate Debt Fund III Feeder LLC provides investment services. The company is headquartered in Seattle, WA. | Directeur/Bestuurslid | - |
Eerdere bekende functies van Tom Fisher
Bedrijven | Functie | Einde |
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Dowling & Yahnke LLC
![]() Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke LLC is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Mark Dowling and Dale Yahnke in 1991. They are a subsidiary of Dowling & Yahnke, Inc. Dowling & Yahnke provides wealth advisory services to high net-worth individuals, trusts and estates, corporate pension and profit-sharing plans, individual retirement plans, charitable organizations, foundations, endowments, and other entities. | Corporate Officer/Principal | - |
Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Corporate Officer/Principal | - |
West Coast Financial LLC
![]() West Coast Financial LLC Investment ManagersFinance West Coast Financial LLC (WCF) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by E. David Yossem in 1983. WCF serves the financial needs of individuals, families, trusts, nonprofits, and businesses. | Corporate Officer/Principal | - |
Opleiding van Tom Fisher
San Diego State University | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 7 |
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Montecito Bank & Trust (Invt Mgmt)
![]() Montecito Bank & Trust (Invt Mgmt) Investment ManagersFinance Montecito Bank & Trust (Invt Mgmt) (MB&T-IM) is the investment management division of Montecito Bank & Trust, a community bank and trust company headquartered in Montecito, California. The firm was founded in 1975 as The Bank of Montecito and they are a subsidiary of Montecito Bancorp. MB&T-IM provides investment management services to private clients and nonprofit organizations. | Finance |
West Coast Financial LLC
![]() West Coast Financial LLC Investment ManagersFinance West Coast Financial LLC (WCF) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by E. David Yossem in 1983. WCF serves the financial needs of individuals, families, trusts, nonprofits, and businesses. | Finance |
Dowling & Yahnke LLC
![]() Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke LLC is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Mark Dowling and Dale Yahnke in 1991. They are a subsidiary of Dowling & Yahnke, Inc. Dowling & Yahnke provides wealth advisory services to high net-worth individuals, trusts and estates, corporate pension and profit-sharing plans, individual retirement plans, charitable organizations, foundations, endowments, and other entities. | Finance |
Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Finance |
WaCap-O Real Estate Opportunity Fund VIII Feeder LLC
![]() WaCap-O Real Estate Opportunity Fund VIII Feeder LLC Financial ConglomeratesFinance WaCap-O Real Estate Opportunity Fund VIII Feeder LLC engages in the provision of investment services. The company was founded in 2020 and is headquartered in Seattle, WA. | Finance |
WaCap - O Real Estate Income Fund Feeder LLC
![]() WaCap - O Real Estate Income Fund Feeder LLC Financial ConglomeratesFinance WaCap - O Real Estate Income Fund Feeder LLC provides investing services. The company is headquartered in Seattle, WA. | Finance |
WaCap - O Real Estate Debt Fund III Feeder LLC
![]() WaCap - O Real Estate Debt Fund III Feeder LLC Financial ConglomeratesFinance WaCap - O Real Estate Debt Fund III Feeder LLC provides investment services. The company is headquartered in Seattle, WA. | Finance |